See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $358,607 | $98,750+263.1% | $149,696+139.6% | $79,858+349.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.79% | 27.43%-10.6pp | 276.60%-259.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $20,937 | $3,216+550.9% | $4,644+350.8% | $2,471+747.4% |
| Participant deferral / active EE | $4,936 | $5,680-13.1% | $6,842-27.8% | $3,740+32.0% |
| Admin fee / account holder | $3,965 | $6,053-34.5% | $9,309-57.4% | $5,306-25.3% |